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Rating:Week In Preview, September 30 - October 6 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 30, 2024

Week In Preview, September 30 - October 6

Reported by Neil Anderson, Managing Editor

Happy National Love People Day!

Thomas Neil "Neil" Bathon
Fuse Research Network
Founder, Partner
Today, the team at the Expect Miracles Foundation (tagline: "Financial Services Against Cancer") is hosting their seventh annual Atlantic Coast Classic, at the Fiddler's Elbow Country Club in Bedminster Township, New Jersey. They expect more than 350 executives to attend the golf tournament and reception.

Also today, starting at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "MFDF 15(c) White Paper Webinar Series: Part 1 — Regulatory Requirements and Judicial Caselaw."

Tomorrow, starting at 2pm eastern, the MFDF team will host another webinar, entitled "ABCs of ETFs for Fund Boards."

Also tomorrow, the team at the Money Management Institute (MMI) will host a webinar, entitled "Digital Asset Allocation: ETF's and Beyond."

Also tomorrow, starting at 5pm mountain standard, the team at the Phoenix chapter of Women in ETFs (WE) will host "Connections That Count: Building Your Professional Ecosystem" at Cambria Downtown PHX.

On Wednesday, starting at 10am eastern, the Nicsa team will host a webinar, entitled "CSSF Circular 24/856 — New Guidance on Regulated Funds and Investor Protection."

Also on Wednesday, starting at 2pm eastern, the MFDF team will host another webinar, entitled "15(c) for ETFs."

Also on Wednesday, starting at 4pm eastern, the team at the South chapter of WE will host an "ETFs For Elections & Golf Adventure" at Intown Golf Club - Buckhead in Atlanta.

Also on Wednesday, starting at 4:30pm eastern, the team at the Philadelphia chapter of WE will host a golf and networking event at Cedarbrook Country Club in Blue Bell, Pennsylvania.

On Thursday, the Fuse Research Network team will host their ninth annual Fuse Forum. The all-day conference will be held at the Harvard Club of Boston.

Also on Thursday, starting at 3:30pm eastern, the MFDF team will continue their In Focus series with a webinar entitled "Nuts & Bolts of Series Trust Director Responsibilities."

Also this week, on the defined contribution side of the industry, the teams at ASPPA, Broadridge, DCIIA, Paychex, PenChecks, PlanSponsor, PRP, the Sheridan Road Charitable Foundation, SS&C, and WIPN will host events. Our sister publication 401kWire has more details

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  1. Nicsa webinar - New research by Alex Edmans and the Diversity Project - The Power of diverse thinking: How the best teams make decisions, July 1
  2. MFDF Director Discussion Series - Open Forum, July 9
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




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